Concord Private Wealth

I found Paul to be extremely knowledgeable, he took the time to explain everything to ensure I understood, I definitely recommend Paul's services.

I needed some advice about my finances and was advised by a friend to give Paul a call. What a great introduction that was. Paul listened to my issues and gave me sound and very practical advice. Best of all he turned what to me was a very confusing problem into a simple to understand plain English explanation.Based on Paul's advice I was able to take action based on facts and not urban myth and my own over simplistic understanding of the issues and ramifications. I am please to say the outcome was better than I expected and it did not cost me a fortune to do.I would recommend Paul to anyone who wants to understand what they can do financially and why.

I have had dealings with Paul for several years now and found him to be very knowledgeable regarding financial issues. He has helped me with transition to retirement and insurance issues. He is professional and friendly and highly recommend him.

I have known Paul for years and in this time, he has demonstrated experience, knowledge, problem solving skills and empathy for his clients that make it easy to recommend him.In my business, I have seen many instances where not having the right protection has has disastrous affects.So, if you don't have a safety net of personal insurances or are not sure if you or your family are completely covered, give Paul a call.

We have found Paul to be fantastic - not only was his services very affordable compared to some other financial planners we had contacted but he came highly recommended from our finance broker who we have been dealing with for many years.In our case Paul certainly went above & beyond in providing top honest service & certainly knows what he is talking about & did go the extra mile for us with some additional queries we had. We will certainly be using Pauls services in the future.

Very professional and informative. I found Paul to be very knowledgeable and approachable and he gave us sound advise which we acted on.He did not try and sell his service and he did not rush, allowing us as much time as we needed.I would certainly use their services again

Paul, from Concord Private Wealth, has been our insurance advisor for the past 2 years.He has a gentle, polite nature and was only ever a phone call away to discuss our needs.Paul has recently guided us through a successful TPD claim, which would have been almost impossible without his professional guidance.When dealing with the intricacies of personal insurance, it's a great comfort knowing that you have someone like Paul in your corner. We would highly recommend him to anyone who is serious about securing their insurance needs.

This is what a financial adviser should do! I have never had his kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It is really refreshing to work with a financial adviser who is interested in their client’s needs and circumstances. When it comes to explaining how complex policies works, Paul is very patient, detailed, and clear, which helps in clearing my doubts.I felt very comfortable to put my finances in his care and for him to guide me in the right direction. I have no hesitation in recommending Paul’s services. I am absolutely delighted with his service.

It is really nice to find an advisor who goes the extra mile for their customers and was It refreshing to work with a financial adviser who was interested in my needs and circumstances. Paul was able to help me when what was meant to be a simple issue became more complex, and he was always on hand to answer my questions and look at options making me feel comfortable and at ease. I have no hesitation in recommending Paul’s services.